Solutions · Professional Services

Relationship-driven growth, at scale.

Consulting firms, agencies, and fractional practices grow through trust, but trust doesn't fill a pipeline on its own. Prospect AI gives you a predictable outbound engine built for high-touch, relationship-first selling.

Prospect AI · Professional Services PipelineLive

Active accounts

Sorted by signal strength
Hartwell GroupLeadership hire
James Hartwell · Managing Director
Opened × 3
Meridian AdvisoryFunding round
Sarah Chen · Head of Strategy
Replied - interested
Crestview PartnersRestructure
Robert Mills · COO
Meeting booked
Thornton ConsultingNew office
Diana Park · CEO
Queued to send
Langford & Co.Tech change
Marcus Webb · Partner
Opened × 1

This month

Pipeline added
$340K
Discovery calls
14
Proposals sent
6
Avg. deal size
$28K

Isabelle's queue

JH
James H.
Draft reply ready
SC
Sarah C.
Meeting confirmed
RM
Robert M.
Objection handled

Research: Crestview Partners

COO hired 3 months ago
Expanding into EMEA market
Using legacy ERP - migration due
$200K+
Pipeline in 30 days - ERP consultancy
$120K
Pipeline in 30 days - fractional CTO
92%
Profit margin for one white-label agency
10–14
Days to first positive reply
How it's used

How professional services teams use Prospect AI.

Fill your pipeline without word-of-mouth.

Consulting firms live and die by referrals, until they don't have to. Prospect AI builds a predictable outbound engine that surfaces high-value accounts, crafts relationship-first outreach, and books discovery calls without cold-calling.

Talk to us about this
$200K+

in pipeline in the first 30 days for one ERP consultancy

FAQ

Questions from services firms.

Speak to us directly

Yes, and it's one of the highest-ROI moves a services firm can make. The key is relationship-first outreach: personalised, relevant, and timed around a real trigger. Prospect AI is built to do exactly that. Our customers include consulting firms, agencies, and fractional practices that now run predictable pipelines alongside their referral networks.

Not when it's done right. Prospect AI compiles a full account dossier before every outreach (recent news, leadership changes, company priorities, market landscape etc.) and uses that context to write messages that feel researched and personal. Recipients regularly respond because the message is relevant, not despite it being automated.

Multi-touch sequences, timed follow-ups, and intelligent reply handling keep your name in front of prospects across the full cycle. Isabelle also re-queues contacts who go quiet, so nothing falls through the cracks over a 3–6 month consideration period.

Absolutely. Niche targeting is where Prospect AI performs best. You tell us the vertical, title, company size, and any qualifying signals - we build the list, write the copy, and run the motion. Narrow ICPs typically see higher reply rates because the relevance is so tight.

We support agency models. Several of our customers resell LinkedIn and email outreach to their own clients under their own brand. Talk to us about the agency partnership structure.

Most professional services firms see their first positive replies within 10–14 days. Discovery calls typically book within the first 3–4 weeks. The exact timeline depends on your ICP, market, and offer, but we'll tell you honestly what to expect before we start.

No. Our platform writes everything; subject lines, email body, follow-up sequence, LinkedIn messages. You'll review and approve before anything goes out, but the heavy lifting is done. Most clients make minor tweaks to tone; the structure and research are handled by the system. You can add your own copy if you really want to, but it's recommended to let our system run.